See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,738 | $84,233-97.9% | $170,442-99.0% | $70,131-97.5% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 111.25% | 23.06%+88.2pp | 205.93%-94.7pp | 73.14%+38.1pp |
| Employer contribution / active EE | $671 | $3,387-80.2% | $5,433-87.6% | $2,342-71.3% |
| Participant deferral / active EE | $764 | $3,086-75.2% | $4,939-84.5% | $3,332-77.1% |
| Admin fee / account holder | $4 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |